Hegarty Advisors
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Hegarty Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Hegarty Advisors’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$927K Buy
7,324
+687
+10% +$92.2K 0.57% 34
2026
Q2 		$913K Sell
6,637
-866
-12% -$110K 0.63% 34
2026
Q1 		$862K Buy
7,503
+293
+4% +$34.4K 0.68% 33
2025
Q4 		$800K Buy
+7,210
New +$802K 0.69% 29

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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Hantz Financial Services
Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Wiser Wealth Management
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Hegarty Advisors's VIOO Position: Q3 2026 in Review

Hegarty Advisors increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 10% in Q3 2026, buying an estimated $92.2K and bringing the position to 7,324 shares worth $927K. The position accounts for 0.57% of the portfolio, ranked #34.

Hegarty Advisors first reported a position in VIOO in Q4 2025 and has held it in 4 quarters since. 257 funds tracked by Wall St. Rank hold VIOO as of Q3 2026.

  • Hegarty Advisors held 7,324 shares of Vanguard S&P Small-Cap 600 ETF worth $927K as of Q3 2026.
  • Hegarty Advisors bought 687 Vanguard S&P Small-Cap 600 ETF shares in Q3 2026, an estimated $92.2K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.57% of Hegarty Advisors's portfolio in Q3 2026, its #34 holding.
  • Hegarty Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2025 and has held it in 4 quarters since.
  • 257 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2026.

Based on Hegarty Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.